IA

IFP Advisors Portfolio holdings

AUM $4.45B
1-Year Est. Return 19.36%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.36%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$5.1B
AUM Growth
+$164M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,706
New
Increased
Reduced
Closed

Top Buys

1
+$26.6M
2
+$21.2M
3
+$10M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$8.47M
5
SPTL icon
State Street SPDR Portfolio Long Term Treasury ETF
SPTL
+$7.58M

Top Sells

1
+$14.9M
2
+$7.26M
3
+$6.75M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$6.72M
5
SPSM icon
State Street SPDR Portfolio S&P 600 Small Cap ETF
SPSM
+$6.17M

Sector Composition

1 Technology 4.45%
2 Consumer Discretionary 2.11%
3 Financials 2.1%
4 Healthcare 1.7%
5 Communication Services 1.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2651
$2K ﹤0.01%
6
2652
$2K ﹤0.01%
30
2653
$2K ﹤0.01%
69
2654
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121
-221
2655
– –
0
2656
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314
2657
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1
2658
$2K ﹤0.01%
+24
2659
$1K ﹤0.01%
+250
2660
$1K ﹤0.01%
+20
2661
$1K ﹤0.01%
120
+47
2662
$1K ﹤0.01%
+3
2663
$1K ﹤0.01%
+5
2664
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5
2665
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10
2666
$1K ﹤0.01%
2
2667
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34
2668
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2669
$1K ﹤0.01%
23
-11
2670
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+3
2671
$1K ﹤0.01%
1
-1
2672
$1K ﹤0.01%
78
2673
$1K ﹤0.01%
950
2674
$1K ﹤0.01%
62
-9,994
2675
$1K ﹤0.01%
12
105 106
107
108 109